Purchases and Sales Made in Q4 2023 in First Tr Exchange Traded Iv (EMLP)
This table provides information about the institutional ownership of First Tr Exchange Traded Iv (EMLP) during Q4 2023. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE-TRADED IV.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.11K- 6.18% |
$231K - $255K
|
138K
$4.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-9.36K- 1.2% |
$238K - $262K
|
773K
$27.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
SELL
|
- |
-9.54K- 15.24% |
$242K - $267K
|
53.1K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.86K- 12.18% |
$250K - $276K
|
71K
$2.53M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-10.3K- 4.88% |
$262K - $289K
|
201K
$7.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.4K- 20.59% |
$265K - $292K
|
40.2K
$1.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10.7K- 95.09% |
$271K - $298K
|
550
$19.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-11.1K- 12.79% |
$282K - $311K
|
75.8K
$2.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-11.4K- 89.27% |
$288K - $318K
|
1.37K
$48.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-12.5K- 1.11% |
$316K - $349K
|
1.11M
$39.7M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-14.5K- 0.42% |
$367K - $405K
|
3.41M
$121M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.5K- 6.21% |
$369K - $407K
|
219K
$7.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.7K- 4.16% |
$372K - $410K
|
338K
$12M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-17.7K- 2.36% |
$449K - $495K
|
732K
$26.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-20.1K- 3.08% |
$509K - $561K
|
631K
$22.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.3K- 24.15% |
$515K - $567K
|
63.7K
$2.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-20.8K- 3.97% |
$528K - $582K
|
503K
$17.9M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-21.7K- 55.83% |
$551K - $607K
|
17.2K
$612K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.9K- 4.42% |
$556K - $613K
|
474K
$16.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-28.5K- 47.27% |
$724K - $798K
|
31.8K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-29.4K- 40.53% |
$747K - $824K
|
43.2K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-31.5K- 3.51% |
$799K - $881K
|
866K
$30.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31.5K- 1.37% |
$801K - $883K
|
2.26M
$80.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-33.9K- 3.17% |
$860K - $948K
|
1.03M
$36.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.6K- 93.7% |
$878K - $968K
|
2.32K
$82.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-35.7K- 40.98% |
$907K - $1M
|
51.5K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-36.5K- 2.1% |
$926K - $1.02M
|
1.7M
$60.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.5K- 10.88% |
$1.03M - $1.13M
|
332K
$11.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-46.3K- 83.72% |
$1.18M - $1.3M
|
9.01K
$321K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-51.2K- 23.95% |
$1.3M - $1.43M
|
163K
$5.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-52.9K- 2.5% |
$1.34M - $1.48M
|
2.07M
$73.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-71.3K- 4.01% |
$1.81M - $2M
|
1.71M
$60.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-92.2K- 27.28% |
$2.34M - $2.58M
|
246K
$8.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-96.9K- 4.59% |
$2.46M - $2.71M
|
2.01M
$71.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-114K- 6.33% |
$2.9M - $3.2M
|
1.69M
$60.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-129K- 60.51% |
$3.28M - $3.62M
|
84.4K
$3.01M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-225K- 96.39% |
$5.72M - $6.31M
|
8.45K
$301K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-346K- 2.12% |
$8.79M - $9.69M
|
16M
$570M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-351K- 2.15% |
$8.91M - $9.82M
|
16M
$570M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-368K- 94.28% |
$9.34M - $10.3M
|
22.3K
$796K
|
|
|
Feb 09, 2024
Q4 2023
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-2.28M- 61.83% |
$57.9M - $63.8M
|
1.41M
$50.2M
|